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Innovation That Moves Financial Services Forward

Driving efficiencies in banking and insurance to enhance the customer experience.

Meet the rapidly evolving changes and challenges in the banking and insurance markets head-on by delivering automation, simplification and real-time processing. Strategic digital transformation makes it possible to experience the best of both worlds — secure, seamless workflows and services that deliver better experiences across the customer lifecycle.

Transformation can be disruptive, and it can be difficult to know when or how to get started. That’s where we come in. From speeding up onboarding and claims processing to maintaining compliance and adding more value to customer communications, we can help you get ahead, stay ahead and disrupt your market, not your organization.

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How Will Banking Change Over the Next 5 Years?

Virtual Panel Discussion

Dan Schwab, Xerox Global Offer Lead for Financial Services, joins experts from BNY Mellon, RBS and Lloyds Bank to discuss digital transformation and the future of the banking industry.

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See it in Action

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Aligning Industry Expectations with the Human Touch

Digitization and customer experience are defining the future of banking and insurance. Download the Xerox commissioned study conducted by Forrester Consulting and access strategic insights and clear recommendations to help you drive digitization, efficiency and a better more holistic customer experience.

Clock tower above BBVA Bank in Argentina

Argentina’s Oldest Private Bank Eliminated Paper Onboarding Forms

After finding a disconnect between how it interacted with its clients, and how its clients interacted with the bank, BBVA reimagined and digitized onboarding processes with Xerox® Capture and Content Services.

Navigating a New Era of Digital Transformation in Banking and Insurance

A panel of banking and insurance experts explore the next phase of digital transformation in a post-pandemic future and discover the critical steps needed to align industry expectations with the human touch.

Watch the discussion on key issues, including:

  • From heightened expectations to consumer anxiety: what current trends are likely to stay?

  • The gap between financial service firms’ perception of customer preferences, and what customers actually want.

  • Thriving as opposed to surviving: how are banking and insurance firms shifting their focus from urgency to optimization?

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How Xerox Supports Banking and Insurance Organizations

Streamline Digital Insurance Processes

Refine your company’s digital channels and accelerate response times with the power of workflow automation. By streamlining the business processes behind every customer interaction, you can improve the overall customer experience and reduce costs along the way.

Financial Services Customer Success Stories